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Market Update / Equity
- Jerónimo Martins: Getting the ball rolling again by Haitong Bank, S.A.
- LW Bogdanka: Getting past the hard times by Haitong Bank, S.A.
- Viscofan: Is organic growth poised to recover? by Haitong Bank, S.A.
- Naturgy: Too much optionality priced in for us by Haitong Bank, S.A.
- Inditex: Slower growth to drive further de-rating by Haitong Bank, S.A.
- Ten Square Games: Mastering live ops by Haitong Bank, S.A.
- Sonaecom: Back to attractive levels by Haitong Bank, S.A.
- Atresmedia: TV ad market downside risks continue by Haitong Bank, S.A.
- Ten Square Games: Fishing Clash speeds up by Haitong Bank, S.A.
- Wirtualna Polska: Advantage in diversification by Haitong Bank, S.A.
- Stalprodukt: Down but far from out by Haitong Bank, S.A.
- Alior Bank: Starting from the bottom by Haitong Bank, S.A.
- PZU: High DY – something to look forward to? by Haitong Bank, S.A.
- PKO BP: Risks outweigh rewards by Haitong Bank, S.A.
- Bank Handlowy: 7% yield hard to ignore by Haitong Bank, S.A.
- Alior Bank: Consumer loan risk takes its toll by Haitong Bank, S.A.
- Santander Bank Polska: CHF mortgage portfolio puts pressure on valuation by Haitong Bank, S.A.
- LiveChat: Focus on ARPU works by Haitong Bank, S.A.
- Asseco Poland: Nice dividend...but in the price by Haitong Bank, S.A.
- Wirtualna Polska: Polish online outperformer by Haitong Bank, S.A.
- Play Communications: PLAYing smart by Haitong Bank, S.A.
- Netia: Waiting for delisting by Haitong Bank, S.A.
- Endesa: 4Q18 preview: expect EBITDA flat vs adj by Haitong Bank, S.A.
- JSW SA: Pricing reasonable, but risks galore by Haitong Bank, S.A.
- Pulp & Paper: Pulp prices hit a bump in the road by Haitong Bank, S.A.
- Jerónimo Martins: Solid numbers and reassuring outlook by Haitong Bank, S.A.
- Inditex: Slower growth to drive further de-rating by Haitong Bank, S.A.
- Jerónimo Martins: Be aware of the stimulus and calendar by Haitong Bank, S.A.
- Ibersol: Looking towards a brighter 2019E by Haitong Bank, S.A.
- Jerónimo Martins: Bumpy Q1 over...time for the stimulus by Haitong Bank, S.A.
- Comarch: Strong year ahead by Haitong Bank, S.A.
- Inditex: The new normal by Haitong Bank, S.A.
- mBank: CHF risk still looks only partly priced in by Haitong Bank, S.A.
- Bank Pekao: Relatively fewer issues on the horizon by Haitong Bank, S.A.
- Polish Telecoms: It’s telco time! by Haitong Bank, S.A.
- Bank Pekao: Dividend is not enough by Haitong Bank, S.A.
- Bank Millennium: Significant exposure, insufficient disclosure by Haitong Bank, S.A.
- ING BSK: At its own speed by Haitong Bank, S.A.
- mBank: It is complicated by Haitong Bank, S.A.
- Comarch: Expecting a record high year by Haitong Bank, S.A.
- Ten Square Games: Mastering Fishing Clash monetization by Haitong Bank, S.A.
- Cyfrowy Polsat: Good KPI momentum by Haitong Bank, S.A.
- Orange Polska: A turnaround...but it's crawling by Haitong Bank, S.A.
- Asseco Poland: Trust is good but control is better by Haitong Bank, S.A.